Job Title: Data Entry Location: Toronto, ON (Onsite) Duration: + Months Daily Responsibilities: Provide a high level of service by responding to all client inquiries within a reasonable timeframe in order to maintain the companys image and strengthen client retention Verify and confirm with vendor sources for any discrepancies in set up information Establish communication networks with all business units for the receipt of security set up data Set up various types of public and private securities (funds, bonds, money markets, etc.) Ensure that the end of day checking procedure for any same day requests are completed; and, existing procedures are followed and kept informed on all policies and compliance issues Review/monitor all set up issues to ensure timely follow up and resolution Act as a team player, participate in the teams cross training activities,



and provide coverage during staff absences Identify issues and problems and escalate immediately Must have skills: University degree + years financial services experience Good knowledge of securities industry, PC and MS Excel skills Canadian Securities Course designation Strong analytical thinking and ability to work effectively and efficiently under pressure Team player with strong verbal and written communications skills Mindlance is an equal opportunity employer.

We are committed to inclusive, equitable, barrier-free recruitment and selection processes, and work setting in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).

We will be happy to work with applicants requesting accommodation at any stage of the hiring process.

We use AI in our Hiring processes

📌 Data Entry (Toronto)
🏢 Mindlance
📍 Toronto